Portfolio Diversification
Range
Most Diversified
30 instruments
November 3, 2023
Least Diversified
24 instruments
August 9, 2024
Average
26.7 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
MSFT100%
DIS100%
KO100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 17.56% | 17.77% | 100% | - |
 NVIDIA (NVDA) | 7.19% | 11.48% | 100% | - |
 Realty Income (O) | 4.27% | 3.21% | 100% | - |
| Apple (AAPL) | 4.1% | 4.23% | 100% | - |
| Alphabet (GOOG) | 3.65% | 5.93% | 100% | - |
 AMD (AMD) | 3.52% | 4.65% | 100% | - |
 Main Street Capital (MAIN) | 3.24% | 3.03% | 100% | - |
 AGNC (AGNC) | 2.71% | 2.15% | 100% | - |
| Microsoft (MSFT) | 2.59% | 2.37% | 100% | - |
 iShares Semiconductor ETF (SOXX) | 2.4% | 2.7% | 100% | - |
| Coca-Cola (KO) | 2.06% | 1.71% | 100% | - |
 Shopify (SHOP) | 1.84% | 2.7% | 100% | - |
 Airbus (AIR.PA) | 1.81% | 1.79% | 100% | - |
 Onegirl | 1.52% | 0% | 37.38% | 2/12/2024 |
 WP Carey (WPC) | 1.47% | 1.12% | 100% | - |
 Tesla (TSLA) | 1.37% | 1.89% | 100% | - |
 ProShares UltraPro QQQ (TQQQ) | 1.33% | 0% | 73.46% | 4/8/2025 |
 Coinbase (COIN) | 0.95% | 0% | 51.59% | 7/15/2024 |
| Disney (DIS) | 0.79% | 0.65% | 100% | - |
 Vanguard Growth ETF (VUG) | 0.73% | 0.77% | 100% | - |
 Boeing (BA) | 0.69% | 0% | 31.87% | 12/15/2023 |
 Vanguard Value ETF (VTV) | 0.68% | 0.62% | 100% | - |
 Johnson & Johnson (JNJ) | 0.65% | 0% | 53.83% | 8/8/2024 |
 PayPal (PYPL) | 0.55% | 0.37% | 100% | - |
 Plug Power (PLUG) | 0.38% | 0.12% | 100% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.33% | 0% | 53.83% | 8/8/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.3% | 0% | 53.83% | 8/8/2024 |
 Atlassian (TEAM) | 0.3% | 0.43% | 46.73% | - |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.3% | 0% | 88.32% | 8/13/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.2% | 0.4% | 45.61% | - |
 Teladoc (TDOC) | 0.19% | 0.07% | 100% | - |
 Trade Desk (TTD) | 0.04% | 0.17% | 14.39% | - |
 Crowdstrike (CRWD) | 0.01% | 0% | 11.03% | 12/20/2024 |
 Net Lease Office Properties (NLOP) | 0% | 0% | 4.02% | 12/15/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 13.65% | 17.4% |
| NVIDIA (NVDA) | 1.14% | 8.83% |
| Apple (AAPL) | 1.71% | 4.51% |
| Alphabet (GOOG) | 2.27% | 4.28% |
| Realty Income (O) | 5.12% | 3.45% |
| Main Street Capital (MAIN) | 2.84% | 3.43% |
| AMD (AMD) | 2.27% | 2.68% |
| Microsoft (MSFT) | 1.25% | 2.46% |
| iShares Semiconductor ETF (SOXX) | 1.71% | 2.28% |
| AGNC (AGNC) | 5.12% | 2.23% |
| Shopify (SHOP) | 2.27% | 2.11% |
| Tesla (TSLA) | 1.71% | 1.88% |
| Coca-Cola (KO) | 1.71% | 1.75% |
| Airbus (AIR.PA) | 1.14% | 1.57% |
| WP Carey (WPC) | 1.71% | 1.09% |
| Atlassian (TEAM) | 0.57% | 0.77% |
| Disney (DIS) | 1.14% | 0.77% |
| Vanguard Growth ETF (VUG) | 0.57% | 0.76% |
| Vanguard Value ETF (VTV) | 0.57% | 0.63% |
| PayPal (PYPL) | 1.14% | 0.6% |
| ProShares UltraPro QQQ (TQQQ) | 0.57% | 0.55% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.57% | 0.48% |
| ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.57% | 0.37% |
| Plug Power (PLUG) | 3.41% | 0.13% |
| Teladoc (TDOC) | 2.27% | 0.1% |